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CCM
CWH Capital Management’s
United Parcel Service
UPS
Stock Holding History
CWH Capital Management’s Portfolio
UPS Stock Details
UPS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
–
Sell
-52,540
Closed
-$6.13M
–
56
2018
Q3
$6.13M
Sell
52,540
-1,060
-2%
-$125K
2.83%
12
2018
Q2
$5.69M
Sell
53,600
-1,256
-2%
-$141K
2.57%
12
2018
Q1
$5.74M
Buy
54,856
+35,004
+176%
+$4.05M
2.72%
12
2017
Q4
$2.37M
Hold
19,852
–
–
1.11%
26
2017
Q3
$2.38M
Sell
19,852
-5,975
-23%
-$679K
1.17%
26
2017
Q2
$2.86M
Buy
25,827
+515
+2%
+$55K
1.5%
25
2017
Q1
$2.72M
Sell
25,312
-610
-2%
-$66.7K
1.41%
23
2016
Q4
$2.97M
Sell
25,922
-154
-0.6%
-$17.4K
1.81%
21
2016
Q3
$2.85M
Sell
26,076
-805
-3%
-$87.9K
1.97%
20
2016
Q2
$2.9M
Sell
26,881
-65
-0.2%
-$6.77K
2.1%
19
2016
Q1
$2.84M
Sell
26,946
-950
-3%
-$92.3K
2.02%
18
2015
Q4
$2.68M
Sell
27,896
-175
-0.6%
-$17.9K
1.73%
24
2015
Q3
$2.77M
Sell
28,071
-535
-2%
-$52.8K
1.86%
22
2015
Q2
$2.77M
Sell
28,606
-1,085
-4%
-$108K
1.63%
25
2015
Q1
$2.88M
Sell
29,691
-155
-0.5%
-$15.9K
1.76%
21
2014
Q4
$3.32M
Sell
29,846
-880
-3%
-$92.9K
2.17%
19
2014
Q3
$3.02M
Sell
30,726
-335
-1%
-$33.3K
2.35%
17
2014
Q2
$3.19M
Sell
31,061
-270
-0.9%
-$27.1K
2.65%
16
2014
Q1
$3.05M
Buy
31,331
+85
+0.3%
+$8.29K
2.51%
15
2013
Q4
$3.28M
Buy
+31,246
New
+$3.08M
2.81%
11
Other funds holding UPS
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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